The Transcript You Pull Determines the Case You Can Build
Five IRS transcripts, five different jobs. Order the wrong one and you start the intake conversation over.
From the Desk
Every intake call starts the same way: a new client, a stack of IRS letters, and a practitioner who hasn’t pulled the account yet. The instinct is to grab a transcript.
The mistake is grabbing whichever one you pulled last time instead of the one the situation actually calls for. I’ve watched that habit cost people a full afternoon — the wrong transcript doesn’t just waste a pull, it sends the intake conversation in the wrong direction before it starts.
This issue is the reference I wish I’d had years ago: five transcripts, five jobs, one page.
— Forrest
